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Come Grow With Us

Institutional Insurance Investments Liaison

Boston, Massachusetts

Thank you to our employees for voting us one of the top places to work in Massachusetts for five consecutive years!

Overview

A career with us means you’ll help our customers secure their future and protect the ones they love. It also means you’ll work alongside exceptional people and be empowered to reach your professional and personal goals. Our employees are at the foundation of what makes MassMutual a strong, stable, and ethical business.

Our culture embodies the idea that we all are stronger and better through our support for one another. By valuing people for who they are, how they think, and what they bring to the table, we’ve become a better, more innovative company.

We invite you to explore the possibilities.

What our employees say

Roger Crandall
Roger CrandallCEO
“Since our founding in 1851, mutuality has put our policyowners at the center of everything we do. At our core, we’re a company of people helping people in their time of need, and that spirit extends to the culture we’ve built at our company. Our employees support and rely on each other each day, collaborating to deliver the best solutions for our customers and help millions more secure their future and protect the ones they love.”

Job Description

POSITION SUMMARY

MassMutual led the BOLI market in sales for majority of years in the past decade, reaching a peak of $2.4 billion in annual sales in 2021, and averaging $1 billion per year.  MassMutual's BOLI/COLI institutional assets total nearly $30 billion. We are seeking an Investment Liaison to work with investment managers, BOLI producers, stable value providers, and key clients pertaining to the investment portfolios underlying MassMutual's BOLI/COLI policies/case.  This position is the key interface in monitoring investment manager performance and communication of investment strategy and performance between the investment managers and BOLI brokers and clients.  The position also participates in sales opportunities by explaining available investment line-ups, details applicable to alternative investments, and contractual terms pertaining to stable value agreements, features and endorsements. 

KEY RELATIONSHIPS:

Reports to:                             Head of Institutional Insurance

Other key relationships:     Internal sales team members, advisors and brokers, MassMutual's Investment Management division, Barings Asset Management, external investment managers and third-party stable value providers

OVERALL RESPONSIBILITY:

  • Provide information for 3,500+ BOLI General Account clients’ due diligence needs
  • Research and prepare presentation material, presenting material to groups and in one-on-one meetings, both pre-sale and existing clients.
  • Answer broker and client one-off questions regarding the General Account, interest rates and the impact of economic events on MassMutual.
  • Participate/present at broker/client conferences and visit individual clients’ needs as needed.
  • Responsible for investment reporting/analysis aspects of $5 billion in assets of BOLI separate account and hybrid accounts for clients
  • Investment reporting and distribution
  • Investment guideline development and monitoring, investment manager relationship management
  • Analysis of existing and potential new managers, communication of investment manager investment style to clients, and relationship manager for stable value clients. 
  • Visit investment managers once or twice annually, build and maintain relationships.
  • Responsible for management of investment analyst role, supporting the business including oversite of client services' investments support needs and Treasury functions.
  • Direct responsibility for relationships with external investment management firm relationships, with approximately a dozen different firms.
  • Report internally with regard to assets by product, interest rate yields, global economic developments and internal business growth.
  • Work with division to expand investment knowledge through internal presentations, communications and informal meetings.
  • Liaise with MassMutual Investment Management and Barings as required to source portfolio information and field producer and client questions.

CANDIDATE QUALIFICATIONS:

  • Strong knowledge of full range of investment asset classes and experience articulating investment approach and philosophy.
  • Experience managing relationships with external investment managers and/or vendors.
  • Experience working in a functional area of a financial services firm that provided exposure to investment terminology and applicable analysis (e.g. investment performance, fees, yields, IRRs, etc.)
  • Proficient at reviewing and analyzing both written (contracts, agreements, guidelines) and numerical (financial statements, investment performance reports) materials.
  • Demonstrated ability to develop strong relationships and build credibility with internal stakeholders, brokers, advisers, clients and prospects.
  • Ability to facilitate and present at broker/client conferences as well as in one-on-one meetings.
  • Series 6 or 7 required.

#LI-IZ1

MassMutual is an Equal Employment Opportunity employer Minority/Female/Sexual Orientation/Gender Identity/Individual with Disability/Protected Veteran. We welcome all persons to apply. Note: Veterans are welcome to apply, regardless of their discharge status.

If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.
EEO Statement(Opens in new window)

MassMutual will accept applications on an ongoing basis until such time as a candidate has been offered employment.


Salary Range: $159,800.00-$209,700.00

Hiring Process

  • Explore

    To get started, explore our open jobs by clicking 'search jobs' to find a position that aligns with your experience and skills. You may also consider joining our Talent Network to receive information on jobs that may interest you and stay up-to-date with the latest MassMutual news.

  • Apply

    To apply for a specific position, please click the “apply” button on that job posting to complete and submit your application. Your application will be reviewed by a recruiter which, due to the volume of applications received, may take some time as we carefully consider each application.

  • Screen

    After your application has been reviewed, if you meet the qualifications for the role, a recruiter will reach out to you to start a conversation.

  • Interview

    If you are invited for an interview, you will be scheduled to meet with the hiring manager and hiring team. Coordinating calendars for interview schedules can take time, so your patience and flexibility is appreciated.

  • Offer

    If you are extended an offer to join MassMutual and accept, your start will be contingent upon a satisfactory background check.

  • Hire

    If you accept the offer, we will be so excited to welcome you to the MassMutual community!

Recruitment Fraud Awareness

Job recruiter fraud is a scam by impostors posing as recruiters or representatives of a company promoting fake job opportunities to job seekers.

MassMutual will never ask job candidates to pay any kind of fee, make cash or check advancements, cash checks or make an investment in any product or service or provide information such as credit card numbers or banking PIN numbers as part of our hiring process.

If you are contacted by anyone asking for information outlined above it is likely fraudulent. If you have any concerns about the veracity of a request, please contact us directly to verify its legitimacy.

If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.

Award-Winning Culture

MassMutual is guided by a single purpose: We help people secure their future and protect the ones they love. As a company operated for the benefit of our members and participating policyowners, we are defined by mutuality and our vision to provide financial well-being for all Americans. It’s more than our company structure—it’s our way of life. We are a company of people protecting people. Our company exists because people are willing to share risk and resources and rely on each other when it counts.

We strive to embrace diversity in every sense, focusing on building a thriving community where everyone is valued, included, and feels that they belong.

At MassMutual, we Live Mutual.

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Benefits for the whole you (and your loved ones)

There’s more to your life than your job and there’s more to your aspirations than a paycheck. We take a holistic view of compensation and benefits that provides the flexibility to create a healthy balance in your life for work, family, and community. We offer the benefits you’d expect, like medical, dental, 401(k), and generous vacation time, but we also offer ones you might not expect, like three paid days for volunteering, a $1250 annual wellness wallet, and up to 320 hours of caregiver leave.

Explore some of our offerings below. Full benefits details can be found here

  • In addition to generous vacation time, paid holidays, and flexible holidays, MassMutual offers 'take care' time to take care of yourself or someone you love—whether for physical illness or mental health.
  • Medical and dental insurance
  • Life, disability short-term and long-term insurance
  • Well-being wallet: $1,250 per year for a wide range of qualifying wellness expenses
  • Well-being support: Mindfulness, nutrition, fitness
  • Personalized mental health solutions
  • Adoption and surrogacy reimbursement programs
  • Competitive salary and bonuses
  • 401(k): Up to 10% total benefit, consisting of a 5% company match and a 5% annual contribution
  • Educational assistance program
  • Childcare support
  • Financial counseling
  • Caregiver Leave (up to 320 hours)
  • Maternity Leave (a total of 18 weeks, 10 maternity + 8 parental)
  • Parental Leave (8 weeks for all parents, birth or adoption, continuous or intermittent)
  • Bereavement Leave: Up to 15 days to mourn the loss of a loved one, and you define 'loved one'
  • Matching Gift: 100% match on employees’ charitable contributions to non-profits up to $5,000
  • Volunteering: Three paid days for employees to volunteer with eligible nonprofits of their choice
  • Matching time: MassMutual Foundation awards dollars to organizations for which employees volunteer
  • Qualified Commuter Program through which eligible employees can pay qualified workplace commuting expenses with before-tax dollars
  • Commuter wallet option for employees based at Boston and NYC campuses

Why MassMutual?

Kevin
Compliance Consultant
Seth
Service Management Consultant
Kymberly
Head of Experience Journey Mapping

How we work

MassMutual’s flexible workplace approach combines the importance of connecting in person and the flexibility of working remotely. Our hybrid model puts collaboration first with employees coming in at least three days per week to our spectacular campus settings and also enjoying the flexibility of remote Fridays, company-wide remote weeks, and a bank of flexible remote weeks to use throughout the year.

   

  

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Where we work

Springfield Office

1295 State Street,
Springfield, MA

Boston Office

10 Fan Pier Blvd,
Boston, MA

New York Office

2 Park Ave,
New York, NY

Virtual

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